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Retirement tax questions
Actually, the CORRECT "fix" until the error is corrected is
go to view
select forms
scroll down to new york individual
double click on Pen Ann IRA wks
If the NY pension is your only pension and your filing status is Single, check the government pension box. This will enter your pension on line 26
Persons filing Joint or who also have other pensions like an IRA in addition to a NYS Pension, scroll to page 2 of the worksheet, check the box on line 1c (if a joint return, check the box if both columns), enter the amount the ny pension on line 2b. If you also have an IRA which is less than 20,000 scroll to the bottom, right click on the 20,000, select override and type in the correct amt. Example if the IRA is 15,000 type in 15,000 as the override amt. Because the override is on the worksheet and not on the tax form e-filing WILL BE allowed by the software.